The Nuts and Bolts of Self-Directed Investing

It’s 3 pm on a February afternoon and your bank calls you, “Have you made your RRSP contribution for the year? Mr. Smith, I’d like to help you earn 10 %/year and reduce your taxes by opening a new account. Can I book you in for an appointment next Monday?”

I’ve made that phone call before; I understand your hesitations – maybe you think these returns aren’t realistic, the fees are too high, you wonder if I have a conflict of interest, I can’t possibly understand your situation – and it all seems too complicated.

Forget about the banks managing your money – you can do it better yourself.

That’s where this course comes in.

During this course, we will begin a journey learning all the basics and more about finance from the products (stocks, bonds, mutual funds) to the accounts (TFSA, RRSP, RESP, etc.) to open your first brokerage account and feel confident developing an investment plan and following through on it day in and day out.

What I hope you gain from this course is an excellent understanding of how to invest by yourself, understand the role that finance plays in the world, and develop the confidence to develop a plan and stick with it.

In addition, we’re going to get excited about finance and you will learn how to engage in some intelligent discussions with your friends about stocks, crypto, options trading, gamestop, the 2008 financial crisis, developing an opinion on the Central Bank and the State of the Economy and so forth.

It will be fun, I promise, and the investment you make in continuous learning is the best you will ever make.

Taking this course will also pay you dividends for years to come!

By investing by yourself and not through a bank, you will have access to vast investment opportunities at lower fees, easily amounting to a 2% annual difference, which can translate to tens of thousands of dollars over your lifetime.

If you’ve made it this far, don’t hesitate, sign up today and let’s begin!

Rating Distribution

• 1 stars: 0 votes
• 2 stars: 0 votes
• 3 stars: 0 votes
• 4 stars: 0 votes
• 5 stars: 7 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!